Scanning documents with DayliteDocs right into your Daylite database. Watch this video to learn how to scan and edit documents so full-text searches can be performed later on.
A ScanSnap scanner enables you to automatically scan your documents and save them as searchable PDF documents directly in Daylite. Follow these steps to connect your scanner with Daylite:
- Open the ScanSnap Manager app settings and deactivate the Quick Menu.
- Create a new profile.
- The next step is to select the applications that will run after scanning. Select Docs2Daylite
- The created PDF file needs to be searchable, so that a full-text search can be carried out later on in Daylite.
When a document is now scanned, Daylite automatically creates a note and attaches the scanned PDF file to it.